How do I make my client Inactive?

• Click Clients (left menu)
• Click on the client's name you wish to edit
• Scroll down to the Clinical section and find Client Status
• Beside the provider name, click the dropdown & change the status to Inactive
• The status updates automatically, no need to click save

group_add Does this client see multiple providers?

• Required Role: Manager or Owner
• Click the icon just above all the dropdowns group_remove

visibility_off Note: Marking a client as inactive means they will no longer show up on your list of clients by default, or while scheduling. In those areas we only show new & active status clients.

You can still search for and access inactive clients, article here: access inactive clients

To reactivate, follow the above steps after searching for your inactive client, then just change their status back to active.